Working with Projects

Understanding CloudEndure Projects

A ProjectA Project is the basic organizational unit for running a CloudEndure solution. is the basic organizing unit for running the CloudEndure solution.

Each ProjectA Project is the basic organizational unit for running a CloudEndure solution. applies one solution – either CloudEndure MigrationThe CloudEndure solution that allows you to move data, applications, and other business elements from an onsite network or a cloud environment to another physical location or cloud environment. or Disaster RecoveryThe CloudEndure solution that enables the recovery or continuation of vital technology infrastructure and systems in case of a crippling event. and has a specific SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. infrastructure and a specific TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructure.

A ProjectA Project is the basic organizational unit for running a CloudEndure solution. is a part of an AccountThe entity that signed up with CloudEndure., and is associated with one of the LicenseAllows the installation of the Agent on one machine. One License enables one Agent. Licenses are a part of the License Package. Packages of this AccountThe entity that signed up with CloudEndure..

Note: One Account can include multiple Projects, and one License Package can be associated with multiple Projects.

Each ProjectA Project is the basic organizational unit for running a CloudEndure solution. has its own Installation Token. This Installation Token is used to install AgentsThe Agent is a software program that is installed on machines in the Source location that need to be migrated or replicated to the Target location. on the SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. machines of the ProjectA Project is the basic organizational unit for running a CloudEndure solution.. Thus, the monitoring and managing of the SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. machines is done at the ProjectA Project is the basic organizational unit for running a CloudEndure solution. level.

This also includes email notifications about the status of the SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. machines. These notifications are gathered and sent according to events that occur in the machines within the ProjectA Project is the basic organizational unit for running a CloudEndure solution.. When using a Disaster RecoveryThe CloudEndure solution that enables the recovery or continuation of vital technology infrastructure and systems in case of a crippling event. solution, the Reverse ReplicationAn action available through CloudEndure current SaaS offering, enabling flipping the roles between a Replica and its Source. action is also performed at the ProjectA Project is the basic organizational unit for running a CloudEndure solution. level. In addition, the Event Log can also be found in the ProjectA Project is the basic organizational unit for running a CloudEndure solution.-level.

By default, when opening the CloudEndure User ConsoleCloudEndure SaaS User Interface. A web-based UI for setting up, managing, and monitoring the Migration and Disaster Recovery solutions., the last displayed ProjectA Project is the basic organizational unit for running a CloudEndure solution. appears.

Note: The Installation Tokens are unique to your Account and should be kept secured. Do not share your Installation Tokens with others.

Note: If your Installation Token has been jeopardized, you can regenerate it by navigating to the Setup & Info tab > OTHER SETTINGS > Installation Token and clicking GENERATE NEW TOKEN.

Creating a New Project

The first step in setting up your CloudEndure solution is creating a ProjectA Project is the basic organizational unit for running a CloudEndure solution..

Note: Only the Account Owner and Admin can create a Project.

A ProjectA Project is the basic organizational unit for running a CloudEndure solution. is created as a part of your AccountThe entity that signed up with CloudEndure.. Each AccountThe entity that signed up with CloudEndure. can include up to 100 ProjectsA Project is the basic organizational unit for running a CloudEndure solution..

The type of ProjectA Project is the basic organizational unit for running a CloudEndure solution. you can create depends on the LicenseAllows the installation of the Agent on one machine. One License enables one Agent. Licenses are a part of the License Package. Packages you have associated with your AccountThe entity that signed up with CloudEndure..

Before you can install AgentsThe Agent is a software program that is installed on machines in the Source location that need to be migrated or replicated to the Target location. on a SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. machines that are included in a ProjectA Project is the basic organizational unit for running a CloudEndure solution., this ProjectA Project is the basic organizational unit for running a CloudEndure solution. must be associated with a License PackageIncludes the licenses that are required for installing Agents on your Source machines. that provides the appropriate licenses to it.

Note: If you want to increase the number of Projects in an Account beyond 100, contact CloudEndure support.

1. On the User ConsoleCloudEndure SaaS User Interface. A web-based UI for setting up, managing, and monitoring the Migration and Disaster Recovery solutions., click the Plus button on the upper left corner:
   
   

   Note: If there are already Projects in the User Console, the Plus button will appear in gray to the left of the Project list:
   
   

   Note: If you registered and purchased your licenses via the AWS Marketplace, a Default Project is already set up for you. In this case, you can start working with the Default Project, or create new Projects.
   
   

2. On the Create New Project dialog box, set the following, then click CREATE PROJECT.
   
   
• Project name – enter a unique name for the ProjectA Project is the basic organizational unit for running a CloudEndure solution.. The name can contain up to 255 characters. 
• Project type – select either Disaster RecoveryThe CloudEndure solution that enables the recovery or continuation of vital technology infrastructure and systems in case of a crippling event. or MigrationThe CloudEndure solution that allows you to move data, applications, and other business elements from an onsite network or a cloud environment to another physical location or cloud environment..
  
• Target cloud – CloudEndure exclusively utilizes the AWS cloud as a TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructure.
  
• License - select a License PackageIncludes the licenses that are required for installing Agents on your Source machines. to associate with your ProjectA Project is the basic organizational unit for running a CloudEndure solution..
  Your Create New Project dialog box should look similar to the following. Click CREATE PROJECT when you are ready to create the new ProjectA Project is the basic organizational unit for running a CloudEndure solution..
  
  

  Note: After you create a Project, you can change its name but you cannot change the values of the Project type and Target cloud. If you want a Project with different settings, create a new Project in the Account.

  Important: Some of these options may note be available when registering for Disaster RecoveryThe CloudEndure solution that enables the recovery or continuation of vital technology infrastructure and systems in case of a crippling event. through the AWS Marketplace.

3. Your new ProjectA Project is the basic organizational unit for running a CloudEndure solution. will be created and will now appear in the Project lists on the top-left.
   
4. You will receive a message stating that your ProjectA Project is the basic organizational unit for running a CloudEndure solution. is not set up until you provide credentials and configure its Replication SettingsIn the Console UI, a set of settings affecting the data replication process, including Replication Servers subnet and IP, data throttling, use dedicated replicator, use multiple connections, etc.. Click CONTINUE to dismiss the message.
   
   

After creating a ProjectA Project is the basic organizational unit for running a CloudEndure solution., the next step in setting up your CloudEndure solution based on your selected TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructure.

Renaming a Project

You can change the name of an existing ProjectA Project is the basic organizational unit for running a CloudEndure solution.. This change will not affect the operation of the ProjectA Project is the basic organizational unit for running a CloudEndure solution..

1. On the User ConsoleCloudEndure SaaS User Interface. A web-based UI for setting up, managing, and monitoring the Migration and Disaster Recovery solutions., from the Project list select the ProjectA Project is the basic organizational unit for running a CloudEndure solution. whose name you want to change.
   
2. Select the Setup & Info menu, and click the OTHER SETTINGS tab.
   
   
3. On the Project Details section - Name field, enter a new name for the ProjectA Project is the basic organizational unit for running a CloudEndure solution.. click the CHANGE PROJECT NAME button.
   
   

Deleting a Project

Deleting a ProjectA Project is the basic organizational unit for running a CloudEndure solution. will delete the following from the TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructure:

• Replication ServersThe CloudEndure Machine to which Staging Disks are attached and to which data is replicated; launched on the Target location.
• Conversion Servers
• Snapshots
• Staging AreaA part of the Target location; includes the Replication Servers’ subnet, IPs, and the Replication Servers and their disks. Volumes

In addition, CloudEndure AgentsThe Agent is a software program that is installed on machines in the Source location that need to be migrated or replicated to the Target location. will be uninstalled from the SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. infrastructure.

Note: The deletion of certain resources may take longer than others.

Important! TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). machines and related TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). resources are NOT deleted following a ProjectA Project is the basic organizational unit for running a CloudEndure solution. deletion.

Important! Deleting a ProjectA Project is the basic organizational unit for running a CloudEndure solution. is highly destructive. Do not delete a ProjectA Project is the basic organizational unit for running a CloudEndure solution. unless you are absolutely sure that you wish to delete it!

You can delete a ProjectA Project is the basic organizational unit for running a CloudEndure solution. after completing its MigrationThe CloudEndure solution that allows you to move data, applications, and other business elements from an onsite network or a cloud environment to another physical location or cloud environment. procedure.

1. From the Project list, select the ProjectA Project is the basic organizational unit for running a CloudEndure solution. you want to delete.
   
   
2. Click the PROJECT ACTIONS button at the top-right, and select the Delete Current Project action.
   
   
   
3. A message will appear, asking you to confirm the deletion. Click the DELETE PROJECT button.
   
   

Moving Source Machines between Projects

You can move a Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. from one ProjectA Project is the basic organizational unit for running a CloudEndure solution. to another. When a Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. is moved to another ProjectA Project is the basic organizational unit for running a CloudEndure solution., the replication of its data continues without major interruptions (except for a small backlogAccumulation over time of changes in a Source machine, which are waiting to be replicated to the Target location.). A backlogAccumulation over time of changes in a Source machine, which are waiting to be replicated to the Target location. occurs, but no re-scan or sync is performed. The Blueprint of the machineA physical or virtual computer. is maintained without change. 

In order to move a Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. from one ProjectA Project is the basic organizational unit for running a CloudEndure solution. to another, the two ProjectsA Project is the basic organizational unit for running a CloudEndure solution. need to match. The criteria for matching ProjectsA Project is the basic organizational unit for running a CloudEndure solution. are as follows:

• CloudEndure AccountThe entity that signed up with CloudEndure. - to match, the ProjectsA Project is the basic organizational unit for running a CloudEndure solution. must belong to the same CloudEndure AccountThe entity that signed up with CloudEndure.. 
• Cloud account – at times, there are several accounts on the same AWS cloud. To match, the ProjectsA Project is the basic organizational unit for running a CloudEndure solution. must belong to the same cloud account, both on the SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. and the TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructures. 
• Solution type – either MigrationThe CloudEndure solution that allows you to move data, applications, and other business elements from an onsite network or a cloud environment to another physical location or cloud environment. or Disaster RecoveryThe CloudEndure solution that enables the recovery or continuation of vital technology infrastructure and systems in case of a crippling event.. To match, the ProjectsA Project is the basic organizational unit for running a CloudEndure solution. must belong to the same solution type. 
• SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. infrastructure (including region) and TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructure (including region) – to match, the ProjectsA Project is the basic organizational unit for running a CloudEndure solution. must have the same SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. and TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). infrastructures and regions
• License PackageIncludes the licenses that are required for installing Agents on your Source machines. – to match, the same License PackageIncludes the licenses that are required for installing Agents on your Source machines. must be applied to both ProjectsA Project is the basic organizational unit for running a CloudEndure solution..

You cannot move a Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. that is in the middle of a JobDesignates several procedures within the CloudEndure Console, including launching Test or Recovery machines, the deletion of Target machines, and other tasks. (launchingAfter the replication to the Staging area, launching is the process of setting up the Replication Servers, for Testing or Cutover and Recovery purposes. a TestThe same for Migration and Disaster Recovery. A process that is initiated manually. Launches Target machines on the Target location, and marks the tested machines on the Console as ready for Live Migration/Disaster Recovery. It is recommended to initiate a Test after the initial replication is completed. When a Test is initiated, an updated snapshot is created on the Staging Aaea. From this snapshot, a disk is created. or a Recovery machineA physical or virtual computer., deleting TargetThe location where the Replication Server will be located and where Target machines will be created (as a result of Test, Cutover or Recovery). machines), or if the AccountThe entity that signed up with CloudEndure. is currently being upgraded.

If you want to move a Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. to a ProjectA Project is the basic organizational unit for running a CloudEndure solution. that does not match its existing project, do the following:

1. Uninstall the AgentThe Agent is a software program that is installed on machines in the Source location that need to be migrated or replicated to the Target location. from the machines
2. Open the new ProjectA Project is the basic organizational unit for running a CloudEndure solution. and install the AgentThe Agent is a software program that is installed on machines in the Source location that need to be migrated or replicated to the Target location. of that ProjectA Project is the basic organizational unit for running a CloudEndure solution. on the machines.

When performing this action, the original replication stops. Then, the replication starts from scratch, and a re-syncWhen the initial synchronization was stopped before completion (due to a reboot, for example), the re-synchronization process compares the data on the Source and the Target to determine which data still needs to be replicate. Then, only the data that exists solely on the Source is copied to the Target. is performed.

Note: If the machine is moved from a Migration Project, then the license that the machine consumed in the original Project will not be released and the machine will end up consuming an additional license in the new Project.

Moving a Source machine to another Project:

1. From the Project list, select the ProjectA Project is the basic organizational unit for running a CloudEndure solution. that includes the Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. you want to move.
   
   
2. Open the Machines page, and check the box next to the name of the SourceThe location of the Source machine; Currently either a specific Region or Other Infrastructure. machines you want to move.
   

   Note: You can move multiple machines at once by selecting them on the Machines page.
   
   

3. Click the MACHINE ACTIONS button, and select the Move X Machine to Another Project option.
   
   
4. The Move machine to another Project dialog box will appear. Open the Move drop-down list and select the destination ProjectA Project is the basic organizational unit for running a CloudEndure solution. to which the Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. will move. Click MOVE MACHINES.
   
   

   Note: Projects that are not listed do not match the criteria.

5. The selected Source machineThe computer, physical or virtual machine that needs to be protected by replication (Disaster Recovery) or migrated (Migration) The CloudEndure Agent is installed on the Source machine. will be moved to the destination ProjectA Project is the basic organizational unit for running a CloudEndure solution., and it will no longer appear on the Machines page of the original ProjectA Project is the basic organizational unit for running a CloudEndure solution.. A message will appears on the upper right corner, informing you that X machine moved.
   
   When you select the destination ProjectA Project is the basic organizational unit for running a CloudEndure solution. from the Project list, the moved machineA physical or virtual computer. will appear on its Machines page.